Generic Help: Requirements Search Screens New Screens
CLIENT SCREEN:

Use this screen to maintain client details. This screen also allows merging of letters to be sent to clients ("Action" side tab).

Merging Documents:

Retrieving records to merge

Merging those records with a letter


Note: to ensure all colours and background images are printed, select the corresponding Advanced setting in Internet Options:



Client ECommerce Site:

Clients can access the "Shopping Trolley" via the Customer Login screen.

Login/Email:

Enter the LOGIN or Email Address for the Client.

Clicking on the SEND button will open up a new mail message with the email address in the TO field.

       

Login Pass:
Enter the Password for this Client, remember to use the conventions set up in Company.

 

 

First Name:

Enter the First Name of the Client User.

       

Last Name:

Enter a Last Name of the Client User.

       

Middle Name:

Enter a Middle Name of the Client User.

 

 

Date Of Birth:
Enter the Date of Birth of the Client User.

 

 

Fax:

Enter the Fax Number of the Client User.

       

Home Phone:

Enter the Home Phone Number of the Client User.

       

Work Phone:

Enter the Work Phone Number of the Client User.

       

Mobile Phone:

Enter the Mobile Phone Number of the Client User.

       

FINANCIAL

Tax Exempt (CHECKBOX):

Indicates if the client is Tax Exempt.

       

Is Company (CHECKBOX):

Indicates if the client is a Company.  If selected four additional fields will appear

       

Company Name:

Enter the Company Name of the Client.

       

    

Company ACN:

Enter the Australian Company Number (ACN) of the Client.

       

Company ABN:

Enter the Australian Business Number (ABN) of the Client.

       

Company Position:

Enter the Users Position within the Company.

LOCATION

 

Address 1:

Enter the first Street Address line of the Client.

       

Address 2:

Enter the second Street Address line of the Client.

       

Suburb:

Enter the Street Address Suburb of the Client.

       

Postcode:

Enter the Street Address Post Code of the Client.

       

State:

Enter the Street Address State of the Client in abbreviated form.

       

Country:

Enter the Street Address  Country of the Client.

       

Diff. Postal Address (CHECKBOX):

If the Postal Address is different from the Street Address entered above click in the checkbox so there is a tick in it.

If selected additional  fields will appear for entering the Postal Address.

       

Address 1:

Enter the first Postal Address line of  the Client.

       

Address 2:

Enter the second Postal Address line of the Client.

       

Suburb:

Enter the Postal Address Suburb of the Client.

       

Postcode:

Enter the Postal Address Post Code of the Client.

       

State:

Enter the Postal Address State of the Client, in an abbreviated form.

.

Country:

Enter the Postal Address Country of the Client.

       

Update Credit Card (CHECKBOX):

If selected additional  fields will appear for Updating the Credit Card Details.

       

Card Number:

Enter the Number of the Credit Card.

       

Card Expire:

Enter the Month and Year that the Credit Card Expires

       

Card Holder Name:

Enter the Name on the Credit Card.

       

Card Security Code:

Enter the Security Code printed on the back of the Credit Card.

       

WEB DEFAULTS

 

Rows Per Search Page:

Enter the number of rows to appear in the Search Page.  Default is 10.

Example

       

  1. Click on CLIENTS
  2. Click on CLIENT
  3. Click on NEW
  4. Click in the LOGIN/EMAIL field
  5. Type “rob@robcarrier.com.au”
  6. Press tab to take you to the LOGIN PASS field
  7. Type ”12rob”
  8. Press tab to take you to the FIRST NAME field
  9. Type “ROB”
  10. Press tab to take you to the LAST NAME field
  11. Type “CARRIER”
  12. Press tab to take you to the DATE OF BIRTH field
  13. Type “18”
  14. Press tab
  15. Type “9”
  16. Press tab
  17. Type “1972”   
  18. Press tab to take you to the FAX field
  19. Type “(07) 5533 2211”
  20. Press tab to take you to the WORK PHONE field
  21. Type “(07) 5511 2233:
  22. Press tab to take you to the MOBILE PHONE field
  23. Type “0413 111 333”
  24. Click in IS COMPANY field
  25. Press tab to take you to the COMPANY NAME field
  26. Type “ROB CARRIER PTY LTD”
  27. Press tab to take you to the COMPANY ACN field
  28. Type “87654321”
  29. Press tab to take you to the COMPANY ABN field
  30. Type “1187654321”
  31. Press tab to take you to the COMPANY POSITION
  32. Type “OWNER”
  33. Press Tab to take you to the ADDRESS 1 field
  34. Enter “1 RIGHT ST”
  35. Press Tab to take you to the SUBURB field
  36. Enter “BRISBANE”
  37. Press Tab to take you to the POSTCODE field
  38. Enter “4001”
  39. Press Tab to take you to the STATE field
  40. Enter “QLD”
  41. Click on SAVE button